Buy Energy Stocks; Brent Is Bottoming; Japan Breaking Out; Buying Opportunity in European Financials
Global technicals still relay a bullish outlook. Breakouts and bullish inflections are widespread, especially in Europe and Japan right now, as...
751 Views
Money Matters: The Road to Italeave and a Dollar Break-Out?
The trade weighted dollar Index is within a whisker of breaking out of its two year long consolidation phase. There are two fairly imminent...
874 Views
Liquid Universe of European Ordinary and Preferred Shares: April '26 Report
European dual-class spreads re-widened in April, with mean rising on right-tail moves. Liquidity-driven convergence persists, while structural...
183 Views
The Confidence "Interval"
Europeâs banking sector is back in the spotlight â and, once again, it is for less than positive reasons. Unlike earlier episodes, however, the...
343 Views
Selected European HoldCos and DLC: March 2026 Report
Dispersion returns across European holdcos: Vivendi back to dislocation, Rio offers conditional optionality, while most structures remain anchored....
211 Views